-38.6%
NIO vs BBWI
-33.4%
-5.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.9% | -0.2% |
| 7D | -6.7% | +1.6% | -8.2% | -6.7% |
| 30D | -20.0% | -6.2% | -13.8% | -19.9% |
| 3M | -30.5% | +4.3% | -34.8% | -30.5% |
| 6M | -20.7% | -7.2% | -13.5% | -21.6% |
| YTD | -25.7% | -3.0% | -22.7% | -26.7% |
| 1Y | -38.6% | -30.8% | -7.8% | -47.6% |
| All | -38.6% | -33.4% | -5.2% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling